iShares S&P 500 Value Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $37M | 195k | 190.88 |
| 2024-09-30 | $38M | 194k | 197.17 |
| 2024-06-30 | $35M | 193k | 182.01 |
| 2024-03-31 | $36M | 193k | 186.82 |
| 2023-12-31 | $13M | 72k | 173.89 |
| 2023-09-30 | $11M | 71k | 154.32 |
| 2023-06-30 | $11M | 68k | 161.20 |
| 2023-03-31 | $11M | 70k | 151.76 |
| 2022-12-31 | $13M | 86k | 145.07 |
| 2022-09-30 | $12M | 91k | 128.52 |
| 2022-06-30 | $15M | 107k | 137.46 |
| 2022-03-31 | $13M | 85k | 155.72 |